David Macmaster, Cima®, Cfs® Email & Phone Number

In my current role, I am responsible for leading the business development team at Fidelity Institutional Wealth Management Services. I am responsible for developing and executing a strategic plan to grow our RIA custody and BD clearing business.I am a results-oriented leader with a proven track record of success in the financial services industry. With over 25 years of experience, I have a deep understanding of the market and a passion for helping advisors transition to a model of independence. I believe I can be a valuable resource that can help you take your business to the next level.I understand the many challenges that advisors face when running a business. I can help you to: (1) Understand the benefits of transitioning to an independent model including the ability to act as a fiduciary with more control over your business (2) Develop a business plan that outlines your goals, strategies, and financial projections (3) Select the right technology solutions to support your business, such as CRM software, portfolio management software, and financial planning software.In my spare time, I enjoy playing golf and competitive trapshooting. I also enjoy traveling with family & friends and I love exploring new cultures and meeting new people.Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.

Listed skills include Business Development, Registered Investment Advisor, Investment Advisory, Investments, and 12 others.